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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,418 | $82,674+34.8% | $125,381-11.1% | $68,486+62.7% |
| Participation rate | 53.1% | 75.1%-21.9pp | 82.4%-29.3pp | 67.9%-14.8pp |
| Annual return | -18.32% | -5.97%-12.4pp | 572.31%-590.6pp | -7.85%-10.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,784 | $6,111+27.4% | $7,448+4.5% | $4,028+93.3% |
| Admin fee / account holder | $1,816 | $6,277-71.1% | $10,007-81.9% | $5,404-66.4% |